See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $786,793 | $85,022+825.4% | $70,515+1015.8% | $139,434+464.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.22% | 30.38%-17.2pp | 32.77%-19.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $23,750 | $3,909+507.6% | $2,973+698.7% | $4,751+399.9% |
| Participant deferral / active EE | $30,000 | $5,890+409.3% | $4,567+556.9% | $6,710+347.1% |
| Admin fee / account holder | $222 | $8,906-97.5% | $6,412-96.5% | $11,403-98.1% |